鼎盛人生財富管理公司的超群之處【一】 #加拿大投資 #加拿大保險 #加拿大退休 #加拿大資產傳承 #溫哥華投資理財 #溫哥華財富管理

鼎盛人生財富管理公司
656 位粉絲
1.5K 觀看·2024年1月7日
聽聽加拿大🇨🇦金融行業頂峰的專家聊聊“加拿大投資理財保險規劃”的那些事兒。
Hello everyone, I'm Holly.
Hello, I'm Brad.
Happy New Year!
So, in the New Year's Eve of 2024,
I'd like to introduce to you
the scope of our top-notch
financial management company.
I'm just talking about
how we try to introduce
the business we do.
That's right.
Can you start?
Certainly, I'd love to.
My expertise is in retirement income planning,
and I can assure you that
the number one fear that people have
as they approach retirement
is running out of money.
My main job is to help people
make smart decisions with their money
so that they can achieve
what's really important to them
in their lifetimes.
Oh, thank you.
My pleasure.
We just learned that
Mr. Brad is actually helping
Canadians to plan for retirement,
to succeed in retirement,
and to do what they love.
From the perspective of Financial Wise,
Mr. Brad can provide professional support.
Do you have any other specialties?
Well, I've got a multidisciplinary skill set.
After almost 30 years in the industry,
I've developed expertise in
not just investment planning,
but income protection
and estate planning as well.
I have a number of different designations.
Yeah, I know.
Certified Financial Planner,
Registered Financial Planner,
Chartered Life Underwriter,
Trust and Estate Practitioner.
I have about nine.
Yeah, I have to stop you.
Yeah, we cannot list them all.
And even if we list them all,
I think for people
that are not working in this financial industry,
even people working in this financial industry,
not just, you know,
pursue the professionalism,
they have no idea.
So that's why I stopped you.
Yeah, I understand.
So to sum up,
for a long time,
I've been working really hard
to get really good at what I do.
And what I do is work with clients
putting their interests first
so they're able to achieve
their great financial goals.
Yeah.
I tend to talk about why
I'm so confident to work together with you
to help the Chinese community
to achieve their financial goal.
Yeah, on that theme,
this is one of the things I've noticed,
is that,
now certainly,
in the area somewhere,
there's going to be some people
who are quite good at what they do.
Unfortunately,
I don't think there's enough of them.
And I think that there are
far too many people
who are not getting proper
professional financial advice
from people who know what they're doing.
I see people getting advice from
people who are new to the industry,
from people who only represent one company
and basically sell what their company
tells them to sell.
People who just don't have the qualifications.
And our mission is to bring
true, high-end, professional financial advice
to the Chinese community
and the world around us.
Yeah, thank you.
Thank you so much.
I'll sum up.
Please.
For example,
I'll sum up in Chinese.
It seems like we have a big business.
We have a big business.
A little bit from here and a little bit from there.
There's also no one product or strategy that is always superior to everything else.
Our advantage is being able to find the right solutions for you.
We are not a self-product.
We provide the professional solutions, the best solutions for the client.
What Brad said earlier is that if you only have this tool in your hand,
then I see nails everywhere.
There are nails everywhere.
Whether you are suitable or not, because I only have a hammer.
For us, we remember that we do not sell products.
We only provide the best financial planning for you.
We've got lots of tools in the toolkit.
We know where to use them.
Not only this one.
That's correct.
Yep.
Bye.
See you.
